Personal Banker Iii

Description
The Personal Banker is responsible for delivery of an exceptional customer experience. They will build new and expand existing relationships with clients by asking questions to identify needs, offering appropriate products and services, and referring the customer to the appropriate business partners within the bank when needed.
Essential Job Functions:

• Provides excellent customer service by providing immediate acknowledgement, identifying and offering products and services, and responding to inquiries in a timely manner.
• Develops relationships by consulting with customers,
• Delivers and packages detailed clerical support for deposit and consumer loan accounts, business accounts, collections and wires, safe deposit contracts, pay and receive transactions.
• Able to back up Client Service Specialist line (all Client Service Specialist duties)
• Demonstrates proficiency in all products and procedures
• Resolves customer issues and requests
• Demonstrates proficiency with more complex business, consumer and trust entities
• Proficient in offering solutions and exceeding customer expectations.
• Proficient in consumer lending

All employees are responsible for internal controls in the performance of their assigned duties. Internal Control responsibilities are established in various policies, procedures, and documents, including the Code of Conduct.
Minimum Job Requirements:

• High School GED or equivalent
• 3+ year's personal banking experience.
• Bilingual preferred
• Deep knowledge of products and services offered and referrals to business partners.
• Actively mentors other team members about products, services and business partners.
• Ability to follow SOP's (Standard Operating Procedures)
• Cash handling, balancing and calculating skills
• Ability to complete multiple and varying customer requests in a timely fashion.
• Demonstrates ability to contribute to branch goals, focusing on identifying and referring a wide range of bank products and services to the appropriate business partners
• Proficient in expanding the customer relationship with emphasis on creating new relationships and expanding existing relationships utilizing a personal and business bio and rapport with customers
• Supports branch goals with revenue building activities
• Familiar with state laws regarding products and services (look at specific training tracks)
• Demonstrated proficiency in backing up Assistant Manager with operational duties and tasks.
• NMLS certification required
• Has in-depth knowledge of consumer loan products
• Proficient at consumer lending
• Developing business lending skills.

Physical and Mental Requirements:

• Ability to sit at a computer monitor for extended periods of time
• Ability to perform repetitive finger, hand, and arm movements
• Ability to lift up to 15lbs.
• Ability to effectively discern information and formulate appropriate action
• Ability to reach, squat, bend, and manually manipulate standard office equipment
• Ability to drive to various locations
• Ability to think critically and provide appropriate solutions

Values and Behaviors:

• Build enduring RELATIONSHIPS with clients and each other.
• Drive INNOVATION that simplifies life and work.
• Seek continuous GROWTH in your personal and professional development.
• Commit with HEART to serve others.
• Extend TRUST in order to receive it.

We offer a competitive total rewards package including base salary and comprehensive benefits. The annualized range for this role is $21.44 - $25.96, and the pay rate for the successful applicant depends on a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.
We offer eligible associates cost-effective benefit options including comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, paid time off for vacation, illness, volunteerism, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking employment at Umpqua Bank. Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Umpqua Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
Our Commitment to Diversity:
Umpqua Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected]